Sales

How to add a sale in Bizwazi

Learn how to record a sale, choose the payment account and optionally link inventory items.

Use the Sales module to record money received by your business.

Steps

  1. Open the Sales section.
  2. Choose Add Sale.
  3. Enter the sale amount.
  4. Select the account used: Cash, M-PESA or Bank.
  5. Choose a sale category or add a note.
  6. If the sale involves stock, add the inventory items sold.
  7. Save the sale.

Cash, M-PESA and Bank

The account you choose affects your dashboard balances and reports. For example, an M-PESA sale increases the M-PESA balance, while a cash sale increases the cash balance.

Inventory-linked sales

If you add inventory items to the sale, Bizwazi can reduce stock quantities and record stock movement history.

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Bizwazi helps small businesses record sales, expenses, invoices, inventory, bills, transfers and daily balances so the money makes more sense.